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Timesheet categories

What working time is spent on, in your own words: they fill the Category box when somebody says what a shift was spent on, and break down the hours in time reports.

Add a category

  1. Press Add a category at the top of the list.
  2. Type its Name, as everybody will recognize it.
  3. Add a Code for exports, if your payroll or reports need one.
  4. Set the Order: lower numbers come first in the Category box.
  5. Press Add.

Then: It is offered at once in the Category box on every shift, at every unit, and the time reports add hours up by it.

Daniel's people spend their shifts on outreach, admin and visits. Daniel adds the three here, so an eight-hour shift can be split five hours of outreach and three of admin, and the time reports add up outreach across every unit.

Mark time that is not work

  1. Press Edit on the category's row, or add one, such as Personal.
  2. Uncheck Counts as working time.
  3. Press Save.

Then: Minutes put in it come off the shift's hours the way a break does, and the approver sees them before signing off.

Stop offering a category

  1. Press Archive at the end of its row.
  2. Read what archiving does, and press Archive it, or Keep it.
  3. Press Restore on its row to offer it again.

Then: It is no longer offered on new shifts. Hours already recorded against it keep its name, so past figures read as they did.

If the Category box on a shift offers nothing

  1. Open this page and check the list.
  2. If it is empty, add the categories your people spend time on.

Then: They appear in the Category box straight away. Until then, people can still write a note on a shift; they have nothing to sort the hours by.

They are the same at every unit, so only an organization-wide role that changes settings, such as the Owner or an Admin, can change them. The page opens only for those who hold Change organization settings: anybody else who types its address is told it is set up by the organization's Owners and Admins. Somebody who holds it at a unit, not across the organization, sees the whole list with every button on it grayed out. Whether a category counts as working time is set only by the Owner and Admins, who also hold Set pay.